SIM

Sonora Investment Management Portfolio holdings

AUM $798M
1-Year Est. Return 17.61%
This Quarter Est. Return
1 Year Est. Return
+17.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$515M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,021
New
Increased
Reduced
Closed

Top Buys

1 +$2M
2 +$1.9M
3 +$1.76M
4
MSFT icon
Microsoft
MSFT
+$1.08M
5
CINF icon
Cincinnati Financial
CINF
+$1.03M

Top Sells

1 +$7.35M
2 +$935K
3 +$619K
4
GILD icon
Gilead Sciences
GILD
+$460K
5
PAYX icon
Paychex
PAYX
+$345K

Sector Composition

1 Technology 9.47%
2 Industrials 5.4%
3 Financials 5.02%
4 Healthcare 4.55%
5 Energy 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$92.6K 0.02%
1,350
177
$88.9K 0.02%
8,035
178
$88.7K 0.02%
2,000
179
$88.6K 0.02%
1,100
180
$88.2K 0.02%
4,027
+600
181
$86.6K 0.02%
31,800
+1,600
182
$86.2K 0.02%
+5,756
183
$86.1K 0.02%
1,220
+81
184
$83.9K 0.02%
1,178
185
$81.7K 0.02%
2,584
186
$81.6K 0.02%
1,100
187
$81.4K 0.02%
162,807
188
$81K 0.02%
6,200
189
$80.9K 0.02%
667
190
$80.2K 0.02%
3,510
+700
191
$74.7K 0.01%
696
+100
192
$73.1K 0.01%
653
193
$73.1K 0.01%
3,079
194
$72.8K 0.01%
+5,000
195
$72.5K 0.01%
900
196
$72.3K 0.01%
1,980
+1,310
197
$70.9K 0.01%
3,009
198
$68.2K 0.01%
1,418
-159
199
$67.9K 0.01%
2,000
200
$67.8K 0.01%
800